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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,748 | $49,177+80.5% | $79,466+11.7% | $64,173+38.3% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | -5.09% | -1.16%-3.9pp | 718.28%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,707 | $2,076+78.5% | $2,800+32.4% | $2,381+55.7% |
| Participant deferral / active EE | $3,673 | $2,821+30.2% | $3,704-0.8% | $3,470+5.9% |
| Admin fee / account holder | $2,962 | $3,839-22.9% | $5,104-42.0% | $4,887-39.4% |